ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 246 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2016 | $280,000 | +0.4% | 2,320 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $279,000 | +4.5% | 2,320 | -1.0% | 0.01% | 0.0% |
Q3 2015 | $267,000 | -7.9% | 2,343 | 0.0% | 0.01% | +9.1% |
Q2 2015 | $290,000 | 0.0% | 2,343 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $290,000 | +1.0% | 2,343 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $287,000 | +4.7% | 2,343 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $274,000 | +12.8% | 2,343 | +13.5% | 0.01% | +10.0% |
Q2 2014 | $243,000 | +4.7% | 2,065 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $232,000 | -48.8% | 2,065 | -49.6% | 0.01% | -47.4% |
Q4 2013 | $453,000 | -62.8% | 4,095 | -66.0% | 0.02% | -66.1% |
Q3 2013 | $1,219,000 | – | 12,050 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |